Zoho CRM is one of the most powerful CRM platforms in the market. A common process used by maverick entrepreneurs is the creation of Quotes under each Contact or Account as part of the Potential opportunity stage cycle.

Each Quote allows you to add multiple products so your Client can get an estimate on the cost with a very granular description of all the pricing and components of your product or service. However, when you manage multiple products with a different price tree structure the complexity can easily become a hassle to handle when different Qty´s have multiple prices.

There is nothing more impactful than well represented data on a trend chart, but below...

On-line business software company Zoho has come out with new offerings for multichannel communication and marketing-concentrated email administration. The software is designed to assist agencies build greater relationships with valued clientele who communicate with them in a wide variety of ways.

A good CRM software helps you organize your contacts and follow up with your leads till you close the deal. But a great CRM does a lot more. It helps you generate, capture, nurture and grow your business in a holistic manner. If you’re an entrepreneur, you know what I’m talking about.

When you’ve just started your business, you’re doing it all: sales, marketing, follow ups, execution. Zoho CRM is just like you – it can do it all. How? With some key integrations.

When important sales data began falling through the cracks in 2011, Universal Financial Consultants (UFC) knew they needed to find a new way to manage their sales pipeline.

“In order to continually improve, we measure the activity of our salespeople on a frequent basis and monitor the business that we are able to broker with our agents,” said Operations Director Natalie Vasacas. “Up until 2011 we were trying to keep track of this data with Google Docs and Excel spreadsheets, (but) we struggled because we had no viable way to update the most important information. We knew something had to change.”

So, UFC, based in Clearwater, Florida, and one of the largest brokerage general agencies in the country, explored the CRM options on the market. The...